OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$391K
3
+$368K
4
RTX icon
RTX Corp
RTX
+$353K
5
YUM icon
Yum! Brands
YUM
+$331K

Top Sells

1
+$647K
2
+$418K
3
+$326K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$291K

Sector Composition

1 Technology 24.68%
2 Healthcare 10.45%
3 Financials 10.4%
4 Consumer Discretionary 9.01%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$19K 0.01%
100
627
$19K 0.01%
300
628
$19K 0.01%
108
629
$19K 0.01%
500
630
$19K 0.01%
+1,000
631
$19K 0.01%
257
632
$19K 0.01%
750
633
$18K 0.01%
1,300
634
$18K 0.01%
134
635
$18K 0.01%
1,110
-616
636
$18K 0.01%
500
637
$18K 0.01%
100
638
$18K 0.01%
65
639
$18K 0.01%
900
-1,500
640
$18K 0.01%
400
641
$18K 0.01%
800
642
$18K 0.01%
1,065
643
$17K 0.01%
203
+200
644
$17K 0.01%
400
645
$17K 0.01%
2,000
+230
646
$17K 0.01%
645
-650
647
$17K 0.01%
250
648
$17K 0.01%
362
-2,373
649
$17K 0.01%
+1,000
650
$17K 0.01%
+140
24 25
26
27 28